-95.0%
HTZ vs FIVN
-81.1%
-13.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -17.6% | +9.3% | -4.3% |
| 7D | -14.6% | -22.6% | +8.0% | -9.2% |
| 30D | -20.8% | -16.8% | -4.0% | -17.4% |
| 3M | -18.8% | -0.9% | -17.9% | -20.0% |
| 6M | -74.7% | +28.4% | -103.1% | -77.2% |
| YTD | -68.1% | +40.2% | -108.3% | -73.0% |
| 1Y | -73.5% | +30.5% | -104.0% | -77.1% |
| 3Y | -81.8% | -56.2% | -25.6% | -78.8% |
| All | -95.0% | -81.1% | -13.8% | -92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling